Custom Sender Dashboard

Leegality workflows allow central office teams to set and save rules and configurations for document workflows. Field/branch level teams can then use the Leegality dashboard to send out documents for signing with these rules encoded.

Until now this dashboard experience was rigid. All Leegality users could only see a singular dashboard — with fields pre-fixed by Leegality.

This created unnecessary clutter for workflow runners/senders:

👀 Too many fields: Even if a workflow only required specific fields, field/branch senders could see all available fields. They had to skip past irrelevant fields while running the workflow, creating a confusing experience. The only way for Leegality customers to create a simpler dashboard was to build a custom middleware UX.

🔄 Did not support real-world nuances: Many Leegality customers told us their field/branch staff are empowered to make certain changes based on on-ground situations. For example, if the primary authorized signatory was unavailable, staff could approach the secondary signatory instead. However, they did not want to give field/branch staff full control. They wanted to configure where staff could exercise discretion, based on their internal policies.

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Introducing the Custom Sender Dashboard — field-level governance over what your senders see, edit, and must fill.

With Custom Sender Dashboard, admins can mark workflow fields in 3 ways:

👁️ Visible: If a field is marked as “not visible,” the workflow runner won’t see it.

✏️ Editable: If a field is marked as editable, the workflow runner can edit it. If editing is locked, they can’t.

🔒 Mandatory: If a field is marked as mandatory, the workflow runner cannot proceed until the field is filled. Combined with Custom Workflow Fields, this becomes a powerful combination.

Via this, your central teams have full control over each field in the Leegality workflow and can, effectively, create a dashboard experience that is customized to your unique needs.